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Financial Issues & Answers for Everyone
A thorough analysis of today’s financial news—delivered weekly to your inbox or via social media. As part of Knowledge Bureau’s interactive network, the Report covers current issues on the tax and financial services landscape and provides a wide range of professional benefits, including access to peer-to-peer blogs, opinion polls, online lessons, and vital industry information from Canada’s only multi-disciplinary financial educator.
June 2025 Poll
Are your clients owed money by CRA? As of March 31, 2025, the CRA holds about 10.2 million uncashed cheques totalling $1.7 billion. In your view, why is this happening?
Pre-Budget 2024 Consultations Open
Beginning December 12, 2023 the government is asking for feedback until February 9, 2024 in preparation for the 2024 Federal Budget. This is your opportunity to make a difference and share your ideas and priorities on how the government can build an economy that works for everyone. What is most important to you? What challenges do you see ahead? Join the conversation by taking the questionnaire or submit a more detailed submission.
Act by Dec 15 - Grow Your Practice Focused on Collaborative, Financial Leadership
Do you want to be part of a transformative change in the financial services industry in 2024! Make a difference while you differentiate with new credentials and a collaborative approach to leadership in building your practice and a natural referral network, too, with the Real Wealth Management™ Designation Program. The RWM™ approaches conversations with clients on a deeper level while following a compliant framework that goes beyond KYC and KYP – all to enable greater financial piece of mind. Now until December 15 you can save $200 on tuition!
Tuition Tax Assistance from CRA: T2202’s Now Available
Did you know that Knowledge Bureau is a private, educational institution certified by Employment and Social Development Canada (ESDC) to provide courses that develop or improve skills for those working in the tax, bookkeeping, accounting, and financial services industries? What this also means is that Knowledge Bureau students who have paid 2023 tuition fees in excess of $100 qualify for the tuition fee amount, and the T2202 tax slips to claim this are now available in your Virtual Campus. Here’s how to claim them:
Prepare for Tax Season 2024 with the CE Savvy™ Tax Audit Defence Strategies Collection
Things are changing quickly in the tax world and we have a great way to stay on top the critical changes to tax planning and new burdens of proof with the new CE Savvy™ Collection – Tax Audit Defence Strategies. You can earn 5, 15, or 30 CE Credits before year end, too. Here’s why professional advisors cannot miss this opportunity to come up to speed with the complex rules from the March 28, 2023 budget, the August 4, 2023 Draft Legislation and more in preparation for the upcoming tax season.
Pandemic Supports End - Don’t Miss Retro Filing for $450 CCB Payments
Correct errors & omissions prior filed returns and benefits BEFORE December 31, 2023, particularly if you want to adjust deductions and credits you may have missed on the 2013 tax filing year. It will be statute barred on January 1, 2024. But for families there is another important filing deadline on December 31 related to their Canada Child Benefits. Don’t miss it – you could get $450 back! Here are the details:
